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Showing 1 - 10 of 251 results for "Private Banking"

Former adviser takes on investment role

MATTHEW WAI  |  TUESDAY, 28 APR 2026
... due diligence and governance, Aequitas said. Rehac brings over a decade of experience across financial advice, private banking and platform development. She began her career as a trustee consultant at MLC, before moving to the private wealth division ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... chair of the Financial Services Council. In 2010, Lloyd left a leadership position within BT's advice and private banking business to head Perpetual Private Wealth, later becoming Perpetual's chief executive in 2012. He remained in the role until ...

LGT Wealth Management names head of family advisory

RIDDHIMA TALWANI  |  MONDAY, 23 FEB 2026
... milestone for us, further strengthening our role as a trusted partner in securing the future of these families." LGT Private Banking APAC vice chair of global family wealth Ping Ping Lim said Prasad's appointment will provide Australian families with ...

Women in Super announces new board line-up

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
... The second new director is Michelle Ingram, who brings 25 years of banking experience across business banking, private banking, and now home lending as a National Australia Bank executive. Based in Brisbane, Ingram has served for six years as Women in ...

JANA deepens bench with six principal promotions

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... Other appointments include Kevin Fernando to senior consultant and Sadru Karim to senior manager. Fernando has a private banking background and has been with JANA for four years, and Karim specialises in investment operations, transitions and operational ...

NAB announces Private Wealth, nabtrade hires

ELIZA BAVIN  |  TUESDAY, 14 OCT 2025
... understanding of client needs and market dynamics and will be instrumental in supporting our high-net worth and Private Banking clients with their trading requirements," Saadie said. "Nik will also leverage Tom's daily insights and expertise to deliver ...

Ex-Qantas Super private markets lead lands new gig

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... investment officer of private wealth last month. Holtze-Jen previously served as investment chief for Deutsche's private banking arm in Singapore. She brings 30 years of international experience in investment banking, asset management and private ...

LGT Crestone unveils rebrand

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
... as ever. We are excited to continue our growth trajectory and showcase the best of what LGT has to offer." LGT private banking chief executive Olivier de Perregaux said Australia is a key market for LGT's long-term growth ambitions. "The rebrand to LGT ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... everything she does," Roga added. For his part, Burton arrives with over 25 years of leadership in financial advice, private banking, and wealth strategy. He joins from Lonsec where he was head of sales. Burton has held senior roles at MLC, BT, and ANZ ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... development manager. Previously, Sunnassee, who has been with the firm for 18 months, worked at Macquarie Group's private banking and wealth management business. "It's been an incredible journey so far, and I'm grateful for all the support ...
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